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01 Jul 11 More on the ATO rejecting Client Update forms

MEMBER 108 writes:

“Member 103,

I believe the circumstances you outline are very similar to an experience I have recently had with the ATO on new clients. It seems that it is ‘impossible’ to add as a new client a deceased person. A CU form is an authority from the client – but how do you get that authority from a deceased person?

The final advice I received from my Client Relationship Manager was to lodge the return. It is not possible to add with a CU form via ELS, not possible to load through the Portal, so lodge the return. That is supposed to add the taxpayer as a client. I have yet to have this approached confirmed as a working option ..... watch this space.

I hope this helps to calm the furrowed brow, Member 103.”